+506.3%
NOW vs CDW
+329.6%
+176.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.9% | -6.0% | -4.7% |
| 7D | -8.7% | +13.1% | -21.8% | -15.8% |
| 30D | -29.3% | +19.1% | -48.4% | -37.1% |
| 3M | -21.8% | +24.7% | -46.6% | -32.7% |
| 6M | +9.2% | +63.4% | -54.1% | -20.1% |
| YTD | -35.0% | +26.3% | -61.3% | -46.1% |
| 1Y | -42.5% | +20.6% | -63.1% | -51.0% |
| 3Y | -21.5% | -16.3% | -5.2% | -19.9% |
| 5Y | -25.8% | -3.9% | -21.8% | -30.9% |
| 10Y | +506.3% | +331.5% | +174.8% | +186.5% |
| All | +506.3% | +329.6% | +176.8% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CDW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling